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Bamboo PMO and TPM draft · v2026.10.02-35
PMO and TPM Teams
Executive summary

2026 Guidewire Delivery Improvements

October 2026
Chris Shu, Manager, PMO

In 2026 the PMO and TPM teams defined the Guidewire delivery workflow from epic selection through release, with a gate at each handoff and live status reporting. The largest remaining gap is before elaboration: how requests come in and how requirements are written.

Delivery workflow

Timing is relative to N = 0, the first day of the development sprint. Select a stage. The panel under the stages changes to show the improvements made for that stage. The rest of the page stays the same.

In action Already running in sprintsDefined, waiting Agreed, not yet in practicePlanned Still to be built
Gap
Selection to elaboration
Development
Test and release
Selected stage

Before
Improvements made

    Remaining work: Request Intake Process

    Request intake

    Improvement planned · Target: end of Nov 2026
    Today
    • Product Owners submit requests through the intake form as a free-form description.
    • There is no standard format for the details and decisions needed to give a request full context and a complete scope.

    Issue: Jira tickets are inconsistent in detail, decisions, key impact areas, and scope.

    What is planned
    • Add a dynamic ticket builder to the intake form. It uses AI to identify gaps in the request and suggest key impact areas to consider.
    • The form refers to the Guidewire application guides and Bamboo customizations to help assess the true scope of the change.
    • Impact is assessed before elaboration begins, which helps establish the true criticality of the ticket.
    • Create a detailed catalog of all applications in the Bamboo ecosystem, so the tool can assess impact across every application during intake.
    • Assign a Product Owner to each major application, with authority to make final decisions on changes to it.
    Target
    • Target delivery: end of November 2026.

    Changes by stage

    Selection to elaboration

    StageWhat changed in 2026Status
    PrioritizationBefore N-44All Guidewire work is ranked on one list and reviewed with the business every month. Priorities are reviewed with the Product Owners to determine the scope for the next sprint. Each epic must have a named Product Owner before it can be selected.In action
    Epic selectionN-44The PMO selects epics for each sprint 44 days ahead and notifies the Product Owners. Jira creates the BA, Dev, and QA tasks automatically.Defined, waiting
    PO requirementsN-44 to N-30Product Owners have 14 days to complete the requirement in Jira. Each business unit has a named Product Owner and a backup. Elaboration now starts at N-30, giving 30 days before the development sprint. Before, requirements work started at N = 0.Defined, waiting
    BA elaborationN-30 to N-1A 30-day elaboration sprint turns each requirement into stories with acceptance criteria. For complex epics, the Product Owner and BA give input to QA test design at N‑7. The BA walks the Product Owner through each story and the updated requirements, so they are fully understood before approval. Identify sequencing issues for large epics. Challenge: After Product Owner approval, any addition to scope requires formal approval through a Change Request form and review group.Defined, waiting

    Development and functional testing

    StageWhat changed in 2026Status
    Dev sprint startN = 0Work enters the sprint only if the Product Owner has approved the requirements. Anything else waits for the next sprint.Defined, waiting
    Build and functional QAN to N+10QA writes test cases while development is under way. Status in Jira updates as each task closes. Code freeze date is fully enforced. Establish a change request approval process for last-minute change requests. Delivery accommodations must be considered to incorporate last-minute change requests.Defined, waiting
    Code freezeN+10Code freeze is fixed at N+10, ten days into every sprint, so regression and UAT run against a stable build. Automated regression is expected by the end of October. Change requests after code freeze must follow a formal approval process.In action

    Testing, demo, release

    StageWhat changed in 2026Status
    Regression and UATN+11 to N+27Early business demo after functional testing is complete, for selected epics where possible. It helps the Product Owner break down the epic and confirm the functionality meets expectations. UAT runs once per release, not per epic. Give the Product Owner ample time to review test cases before approval. The Product Owner must approve the finished work before it is queued for release.Defined, waiting
    Go / No-GoN+27The release decision is made against published criteria, with a written QA readiness statement.In action
    DeployN+28One production release per sprint. The PMO owns the rollback decision.In action
    Verify and closeN+28 to N+29QA verifies the release in production. The business confirms the result.In action
    Sprint reportAfter N+29A report on the prior sprint covers regression and QA testing results, change requests raised after Product Owner approval, bugs found during functional testing, and causes of any deployment delay.Defined, waiting

    Reporting

    ToolWhat changed in 2026Status
    Maintenance trackerAll stagesLive view of all maintenance work by sprint and release, updated from Jira every hour.In use
    Executive release viewReleasesOne page showing each release as complete, on track, at risk, or off track.In use
    Production defect boardDefectsOne ranked list of open production defects.In use
    Agent issue intakeProduction issuesAgents report system issues through one form. Managers triage from one queue.In use
    2027 capacity planPlanning2027 work laid out by track and sized by team.In progress

    Decisions needed

    Approve the AI ticket builder

    Approve building the AI ticket builder for the intake form, including the catalog of Bamboo applications it relies on.

    Requirements final before elaboration

    Epics without complete requirements at N-30 wait for the next sprint.